Filed May 21, 2024 (most recent of 4 filings on file)
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $312,054 | $160,070+94.9% | $147,117+112.1% | $145,897+113.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 26.46% | 98.69%-72.2pp | 420.54%-394.1pp | 552.29%-525.8pp |
| Employer contribution / active EE | $12,995 | $5,285+145.9% | $4,932+163.5% | $4,663+178.7% |
| Participant deferral / active EE | $9,365 | $8,419+11.2% | $8,065+16.1% | $6,689+40.0% |
| Admin fee / account holder | $304 | $15,035-98.0% | $12,993-97.7% | $13,390-97.7% |